Shared Imaging, Llc 401(k) Savings Plan & Trust
Sponsored by Shared Imaging, Llc · EIN 261730120 · Plan #002
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 309
- With balances
- 371
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Denali Wealth Management, Inc. CRD 153323 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $45,099 |
| Denali Wealth Management Carl Vali | Investment advisory (plan) | $32,188 |
| Empower Advisory Group, Llc | Investment management | $5,807 |